Getting paid

Supplier invoices into draft bills

SI reads supplier invoices from email. It drafts the bill, flags a duplicate, and notes the tax. You approve it before it is saved.

Matching receipts to card transactions

SI matches receipts from email and photos to card transactions. It suggests categories. It lists what is still missing before month end.

Reminders for overdue invoices and balances

SI drafts a reminder when an invoice, tuition bill, or patient balance is past due. The note gets firmer as it ages. A person sends it.

Finding work that was done but never invoiced

SI compares completed jobs, time entries, or deliveries against invoices sent. It lists anything that was never billed.

Subscription, contract, and membership renewals

SI finds repeating charges and contract renewal dates in statements and files. It warns you before anything renews on its own.

A year-end document packet for your tax preparer

SI sorts the year's documents. It totals them by category. It flags gaps. Your tax preparer gets one organized packet.

Timesheet and time-entry review before payroll

SI checks timesheets before each payroll run. It checks them against schedules and time-off records. It lists anything that looks wrong. A person fixes those items.

Donation thank-yous and acknowledgment letters

SI drafts personal thank-you letters and acknowledgment receipts from donation records. It uses wording your accountant has approved.

Spotting supplier price increases on invoices

SI reads the unit price on a new supplier invoice. It compares that with the last price you paid for the same item. It flags the increases.

Cash-flow look-ahead from open invoices and bills

SI lines up open customer invoices and open bills by week. You can see where money is expected in and where it is due out.

Engagement letter assembly

SI fills the firm's approved engagement-letter template from intake data. It highlights every field it filled. It lists blanks or mismatches.

Office help for solo attorneys and small firms. SI drafts and organizes. Attorneys review and decide. No legal advice. No filing-ready work. Client confidentiality comes first.

Insurance verification prep and benefits summary

SI turns what staff already gathered from the payer into a one-page summary. It lists gaps to follow up. A person confirms the page.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Prior-authorization tracking

SI keeps each prior-authorization request, its status, and its expiration in one tracker. It drafts routine status-check notes for staff.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Claim denial follow-up tracking

SI sorts denied and unpaid claims by payer, reason, and deadline. It drafts follow-up notes for a biller to review.

Office help for small practices. SI drafts, tracks, and organizes. Clinicians and staff review and decide. No medical advice. No clinical decisions. Patient information stays in tools covered by a BAA.

Rent reminder and follow-up drafts

From the rent roll the manager provides, SI drafts polite reminders in approved wording. It flags accounts for a personal call.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Lease renewal and end-date tracking

Lease dates the manager has verified sit in one tracker. SI adds reminders and a neutral draft for the manager to review.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Reconciliation prep

From statements and exports, SI lists unmatched, duplicate, and unusual items. It builds a workpaper for the bookkeeper.

Office help for small CPA, tax, and bookkeeping firms. SI chases, organizes, and drafts. Professionals review, sign, and decide. No tax advice. No filings. Client data stays protected under your firm's security plan.

Transaction category suggestions

SI uses the firm's chart of accounts and past approved coding. It drafts suggested categories. It flags items that need a question.

Office help for small CPA, tax, and bookkeeping firms. SI chases, organizes, and drafts. Professionals review, sign, and decide. No tax advice. No filings. Client data stays protected under your firm's security plan.

1099 and sales-tax prep reminders

A vendor list from payment records shows who has a W-9 on file. SI drafts requests. It builds a review list for the professional.

Office help for small CPA, tax, and bookkeeping firms. SI chases, organizes, and drafts. Professionals review, sign, and decide. No tax advice. No filings. Client data stays protected under your firm's security plan.

Chargeback and dispute evidence packets for you to file

When a payment is disputed, SI gathers the order, shipment, tracking, and messages you already have. It puts them in one packet and leaves the filing to you.

Gift-card and holiday promo tracking

SI lines up outstanding gift cards and holiday promo codes from your POS export. You can see what is still open. It does not change balances.

Profit and loss sheet per rental

SI drafts a profit and loss sheet for each rental from your property export. The manager reviews the sheet before anyone uses it.

Office help for agents, landlords, and small property managers. SI prepares drafts for the licensed agent or owner. They review and decide. SI does not lease, collect rent, screen or rank applicants.

Nightly supplier prices in estimates

Each night SI drafts supplier price updates for the estimate sheet. The owner approves before those prices are used on a quote.

Office help for HVAC, plumbing, roofing, electrical, landscaping, pool, and cleaning businesses. SI drafts, tracks, and reminds. The owner approves every quote and message. No price promises. No safety or code advice. Customer information stays private.

Warehouse paperwork into billing drafts

SI turns receipts, estimates, and invoices into a draft work statement and a bill. A person approves them before anything is sent or billed.

Weekly money-in digest of payments and what is owed

Once a week SI lists payments that came in and what is still owed. You check it against your books. No money is moved.